Method Community

Hi Marcelo, You would need to add an Email field to the Invoice table, much like the address fields that are already there.  Then you can update the actions to retrieve the email from the customer and put it on the invoice screen.  You can find the existing address actions by clicking edit on the Customer dropdown. The address ...

Hi Mike, This is likely just due to how the SDK accepts new customer records.  I believe we handle the entity record slightly differently than QuickBooks and QB has the logic to create a new customer with a value in this field. It then syncs over into Method.  I don't believe you need to remove the data already in these ...

Hi Dana, Sorry for the late reply. It appears this got missed. Any new leads that are created in the web form should be found in your Leads tab in Method. When you filled out the form were there any errors? - Adam

Hi Marcelo, Sorry for the late reply. You certainly can. Just understand that this is only available in Method and does not sync to QuickBooks. If you click on the Customers and Contacts grid, you can show this field already. Just click update to show it.  You can also edit this grid to show it permanently and also customize the ...

Hi Mike, I suggest using a grid so that you can see the results of the update.  Either way you filter the grid, you'll be looping though the Customer table, because that's where you'll want to change the values. If you wish to filter the grid to show only parents, then you could do that.  This will actually only take one ...

Hi Jack, Sorry, I didn't realize there were additional actions that may have overwrote this. The reason for this is because the "From Name" field is automatically populated with User's full name when the template is selected.  There are a number of ways to go about changing this, it just really depends on your ...

Hi Shelley, If you want to add values, you should look in the Screens list for the screen that is created when you create a new table for a dropdown. As for adding the "Add New" option, you will need to change the Action Event for the dropdown and use the "Show screen in Popup" action for that event. Hope this ...

Hi Marlena, There are a number of possible causes.  How many records are you trying to import? Which browser are you using? Overall, I wouldn't advise to use Method to import invoices. Please see Mike's comment in this thread for why this isn't advised. - Adam

Hi Mike, I believe you might be missing a "Retrieve value from table" action.  In the "Update field in Table" action, there are 5 ways to find the new value: Type In, Action Result, Value from Row, Value from Screen and Value from Session.  Type In, Value from Screen and Value from Session we know won't ...

Hi DanaBinPA, I think the best way would be to add the Contacts table to the Customer table as a dropdown. The dropdown would be based on the recordID of the Contacts table. Then add a linked field of the Name field from the Contacts table to the Customer table. This will then make these field available in the EditLead screen. Just edit ...